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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,812 | $160,059-34.5% | $140,019-25.1% | $135,379-22.6% |
| Participation rate | 38.5% | 88.5%-50.1pp | 87.5%-49.0pp | 82.6%-44.2pp |
| Annual return | -7.38% | 911.44%-918.8pp | 651.15%-658.5pp | 519.79%-527.2pp |
| Employer contribution / active EE | $2,092 | $6,420-67.4% | $5,605-62.7% | $4,779-56.2% |
| Participant deferral / active EE | $2,568 | $7,641-66.4% | $6,927-62.9% | $5,609-54.2% |
| Admin fee / account holder | $656 | $13,328-95.1% | $10,705-93.9% | $10,828-93.9% |